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E-File

E-File is a online service that lets you manage your clients accounts with us. The benefits of E-File include faster transactions, improved efficiency and reduced costs.

What you can do with E-File

You can use E-File to manage your clients accounts online. You'll be able to send us:

  • income tax returns and GST returns
  • personal tax summary requests or confirmations
  • correspondence
  • changes to your client lists
  • changes to your client contact details, and
  • stationery requests.

Sending correspondence using E-File

You can send us correspondence using E-File on it's own or attached to a client's tax return. Attaching correspondence to your client's income tax return will stop us sending a notice of assessment until we've dealt with your correspondence.

Before we can process your correspondence you'll need to have included the:

  • client's IRD and location numbers
  • date of the letter
  • tax type the correspondence relates to, and
  • E-File destination code.

Find your E-File destination code

Find out common E-File errors

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How E-File works

The following steps outline how E-File works.

Step 1: You send documents to us

You can use any internet service provider to use E-File. How you connect and send data to us will depend on the software package you use.

Step 2: You receive a confirmation message

We'll send you a confirmation message to let you know your your transmission was successful. You'll receive this within two hours of submitting your data to us. You must be logged in to the E-File front end processor to read this message.

Step 3: Auto-linking happens

Once we've received your documents our mainframe will produce a file with your:

  • IRD number
  • client's IRD number, and
  • location number.

Our client registration system will check the tax agent or agency the client is linked to. If the client is linked to an agent or agency with a different IRD number, our system will automatically change the link. The exception to this is for personal tax summary requests and confirmations.

Once you've filed a client's return through E-File we won't send you a taxpack for that client for the following year.

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Registering to use E-File

Before you can use E-File you need to register with our support team. You'll need to complete an E-File registration (IR798) form. This form requires you to make a declaration that you've read and understood the E-File Terms of Reference.

Go to the E-File Terms of Reference

Contact us to register for E-File

E-File is a registered trademark with its own logo. Once you've registered you can choose to accept an E-File logo contract. This means you can let people know you use E-File.

E-File software developers

The approved software developers listed provide certified E-File software. We don't endorse one particular package over the other.

  • BmSoft Limited
    Auckland
  • CCH iFirm
    Christchurch
  • Emcom Systems
    Waitakere City
  • MYOB NZ Ltd
    Christchurch
  • Reckon APS
    West Auckland
  • Xero
    Auckland

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